Senior Wealth Adviser
30 years in Financial Services with Blue-Chip Life companies – L&G, the Zurich group.
Banking – Lloyds/TSB .
Specialist IHT/ Trust Planners – Insync (West Bromwich Building Society)
Qualified with the C.I.I. – Chartered Institute of Insurers (UK) – PFS Cert .
Financial articles published in Sunday Express, Daily Telegraph (UK) and Edge Magazine (Qatar)
My focus is on holistic Wealth Management, overseeing all client assets. To develop and nurture relationships to successful benchmarked outcomes.
I fully understand Financial planning and how vital it is to plan correctly for positive results, thus I work closely and empathetically with my clients – to meet their requirements, build successful relationships and achieve strategic goals.
Finally , my previous life saw me living the dream as a professional surfer on the ASP (Association of Surfing Professionals) World Tour for 4 years. I am now happily married with 4 fantastic Children.
Thankfully, I’m still able to get time on the football-pitch, tennis court and the not so lush greens of the Qatar Golf Club, and as a home-owner for 25 years in Leicester – I believe we can all take heart and belief from Leicester City’s achievements in winning the Premier League at 5,000 – 1 odds .